China Merchants Securities International Company Limited - Research

Equity Research Report

Macroeconomics

Investment Strategy

Industry

Company

Morning Express

Equity Research Report

Stock Code (e.g. 5, 700):

Keywords:

Start Date:

End Date:

China eCommerce Sector - Intensifying competition brings earnings uncertainty	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-07-11
Auto and Auto Parts - NEV review: Regulatory scrutiny on automakers highlights potential beneficiaries	Liang Yonghuo,Harrison, Yin Haocheng	2025-07-11
汽车汽配 - 新能源点评：车企内卷强监管落地，关注潜在受益者	梁勇活,殷浩程	2025-07-11
Juhua Co., Ltd. (600160 SH) - 1H25 results expected to surge; bullish on refrigerant outlook	CMS (HK) Research	2025-07-11
讯飞医疗科技 (2506 HK) - 医疗保健企业日管理层交流更新	陈泓道,陈铸鸿	2025-07-10
Xunfei Healthcare Tech (2506 HK) - Healthcare Company Day – Management Update	Chen Hongdao, George,Chen Zhuhong, Jonah	2025-07-10
China Macro Economy - Curbing excessive competition is more than just capacity reduction	CMS (HK) Research	2025-07-10
Fiscal Data Forecast (June 2025) - Social financing likely to accelerate yoy	CMS (HK) Research	2025-07-09
China Construction Sector - Bullish on profitability recovery amid efforts to promote healthy market competition	CMS (HK) Research	2025-07-09
T&S Communications (300570 SZ) - Optical connector leader seeing strong earnings potential from CPO launches	CMS (HK) Research	2025-07-08
海外市场周度更新 (2025/7/7) - 大而美法案落地，美国就业结构性疲软显现	郭书音	2025-07-07
Strategy Weekly (7 July 2025) - OBBBA Enacted Amid Structural Weakness in US Employment	Guo Shuyin	2025-07-07
China Macro Economy - Policy to curb excessive competition may affect asset allocation	CMS (HK) Research	2025-07-07
Roblox (RBLX US) - Popular gaming platform becoming even more popular	Wong Tang Kit, Tommy,Li Yishan, Crystal	2025-07-04
Roblox (RBLX US) - 热门游戏平台热度持续升级	王腾杰,李怡珊	2025-07-04
雅乐科技 (YALA US) - 深耕MENA市场的头部社交与游戏企业	李怡珊,王腾杰	2025-07-03
YALLA (YALA US) - Leading social + gaming provider with key focus in MENA	Li Yishan, Crystal,Wong Tang Kit, Tommy	2025-07-03
Global AI/Robotics - General-purpose humanoid to accelerate, vertical-specialized robots to lead early breakthroughs	Liang Yonghuo,Harrison, Yin Haocheng	2025-07-02
全球人工智能/机器人 - 通用机器人迭代加快，专业机器人率先突破	梁勇活,殷浩程	2025-07-02
Strategy report - Stock picks for 3Q25	Lee Yat Fai, Sam,Guo Shuyin,Wong Tang Kit, Tommy,Liang Yonghuo,Chen Zhuhong, Jonah,Wong Ming Him, Joseph,Li Yishan, Crystal,Harrison, Yin Haocheng,Chen Hongdao, George	2025-06-30

Page /508

About Us	Career	Site Map
Contact Us	Disclaimers
Security Tips & Advice